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Jeffrey Greenwald, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Jeffrey Greenwald

APMA

Financial Advisor

Managing Director of
Camelot Wealth Management Partners
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 1 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Women's Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63
  • Series 3
  • Florida Life Insurance Agent

Education

  • Tulane University, Bachelor of Arts (B.A.) 1984 - 1988

Awards & recognition

  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2023

Previous experience

  • First Vice President, Financial Advisor - Morgan Stanley Smith Barney, May 1989 - January 2012

Community participation

    • Migrant Association of South Florida - Boyton Beach, FL
    • The Haven - Boca Raton, FL
    • Crohn's & Colitis Association
    • Boca Raton Chamber of Commerce
    • National Day of Service
  • B'nai Israel Congregation & Brotherhood
  • Morikami Park Elementary
  • I9 Youth Sports
  • North Broward Preparatory School
  • Neshamah Institute

Interests

  • I have two boys, a 19-year-old and a 16-year-old. My older son is currently a freshman at the University of Michigan studying Economics and Computer Science, GO BLUE! My younger son is currently a sophomore at The North Broward Preparatory School.
  • I enjoy traveling with my wife and family. Our most recent trip was to Ann Arbor, MI to visit our son for parents' weekend at the University of Michigan.
  • Staying healthy is important to me. I play golf, tennis, jog and go to the gym.

Honored to receive recognition

All of us at Camelot Wealth Managment are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Camelot team and the great experience we work so hard to provide for our clients every day.